Explaining Blockchain and Digital Assets to Clients and Prospects

Format: Microcourse
Track: Investments
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: 1 credit (uploaded on your behalf)
Cost: $100, or discounted with Signature or Elite benefits  

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. 

Read the full description below.

$75 with Signature benefits
Complimentary with Elite benefits


What is an Investments & Wealth Institute Microcourse?

  • It’s immediately applicable – we’ve scaled the information to the “need-to-know, now.” Use the information as soon as you close your browser.
  • It’s easily digestible – interactive in nature, the combination of text, video, graphics, charts, and knowledge check questions keeps you engaged while maximizing retention.
  • It qualifies for 1 CE credit – we know we’re pushing the definition of “micro”, but some of us need continuing education (CE) credit. Each microcourse qualifies for 1 Premier CE credit for CIMA®, CPWA®, and RMA® certifications and 1 CE credit for CFP Board® (pending approval).


Learners must complete all lessons, pass a quiz with a score of 70% or higher, and take the survey to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
CFP Board®
  • 1 hour of CFP® CE credit for CFP® Board 
  • Uploaded to your CFP® Board record on your behalf, within 2 weeks of completion

One year from the date you register.


Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

Explaining Blockchain and Digital Assets to Clients and Prospects

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you’ll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients

Program Learning Objectives 

  • Discuss how blockchain and digital assets work
  • Define the crypto investment thesis
  • Analyze the benefits that can arise from a broader use of blockchain technology

Strategic Partner



Course Contributor



Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Ric Edelman is one of the most influential people in the financial planning and investment management profession, according to Investment Advisor, RIABiz, and InvestmentNews. He was ranked three times as the nation’s No. 1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He also holds two patents for financial product innovation. Edelman is the industry’s top financial educator. He is a #1 New York Times bestselling author of 12 books on personal finance, including his newest, The Truth About Crypto, an Amazon bestseller. He hosts The Truth About Your Future podcast and produces Public Television specials. He taught personal finance at Georgetown University for nine years and is a Distinguished Lecturer at Rowan University. He and his wife Jean live in Northern Virginia.

Group Sales

This course can be customized and registration discounts are available for large groups. For information on group pricing, please contact our sales team:

Lara Davies | U.S., East
Email: ldavies@i-w.org
Phone: 303-850-3081

Kelly Gormley | U.S., West and Mid-West 
Email: kgormley@i-w.org
Phone: 303-619-2977

Asif Nasim | Outside Continental U.S.
Email: ansim@i-w.org
Phone: 416-455-6569